StockDriftsStockDriftsTop 50 New World Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 71.04% | 2.76M | $418.0M | -0.71%(-19.75K) | $42.35(+258.75%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.9% | 77.8K | $58.2M | +2.26%(+1.72K) | $530.93(+46.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.67% | 34.0K | $9.8M | +3.39%(+1.11K) | $127.99(+138.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.42% | 41.6K | $8.3M | +7.42%(+2.88K) | $144.90(+56.02%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.35% | 53.7K | $8.0M | +1.45%(+768) | $110.55(+35.64%) | 2026-06-30 | |
| EFV | ISHARES TR | 1.11% | 85.1K | $6.5M | +21.86%(+15.27K) | $53.44(+53.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 0.79% | 12.5K | $4.7M | +19.07%(+2.00K) | $339.62(+43.12%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 0.78% | 19.3K | $4.6M | +9.57%(+1.69K) | $148.01(+77.38%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 0.57% | 9.4K | $3.4M | +2.58%(+237) | $147.85(+133.15%) | 2026-06-30 | |
| ARKK | ARK ETF TR | 0.37% | 26.9K | $2.2M | +0.50%(+133) | $102.78(-21.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.64% | +75.58% | +16.87% | +118.04% |
| Top 20 Holdings Unweighted | +16.83% | +59.46% | +8.72% | +51.89% |
New World Advisors LLC reports $588.36M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are TJX (71.0%), IVV (9.9%) and AAPL (1.7%). The top 20 holdings account for 91.66% of reported assets. Its disclosed equity book has returned +75.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New World Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767724). View New World Advisors LLC’s 13F filings on SEC